Recent Discussions

Discussion List

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  How to display all category levels in Quicken Simplifi register?

  Eric D 21 views 2 comments 0 points Most recent by Coach Natalie December 2Managing Your Transactions
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  2
  Need support for Cognizant Voya Retirement Account

  Completed FutureEye 41 views 6 comments 2 points Most recent by FutureEye December 2Report Missing Financial Institution
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  Home bank www.home24bank.com Business Portal

  tbestjr81 8 views 1 comment 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  LJMR 56 views 9 comments 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 5 views 2 comments 0 points Most recent by Coach Natalie December 2Feature Requests
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  53

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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 942 views 22 comments 53 points Most recent by JNL December 2Feature Requests
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  2

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 18 views 0 comments 2 points Started by SRC54 December 2 Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 5 views 0 comments 1 point Started by SCT41 December 2 Feature Requests
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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.3K views 118 comments 224 points Most recent by SCT41 December 2Feature Requests
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  Carters Credit Card (by Comenity)

  In Review fredct 425 views 3 comments 6 points Most recent by FutureEye December 1Report Missing Financial Institution
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  1

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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 840 views 26 comments 1 point Most recent by FutureEye December 1Feature Requests
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  Metlife HSA (edited)

  Active FutureEye 163 views 13 comments 6 points Most recent by FutureEye December 1Report Missing Financial Institution
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 1 Feature Requests
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
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  Export to PDF is practically useless to me

  SRC54 20 views 4 comments 0 points Most recent by Coach Natalie December 1Feedback
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  Baird Account Missing Holdings (edited)

  disc2120 40 views 9 comments 0 points Most recent by Coach Natalie December 1Investments
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  Nationwide 401k FDP-106

  cl134 14 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: Multiple FIs - CP_Server_Error

  Announcement Coach Natalie 272 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 95 views 16 comments 0 points Most recent by rosachin21k December 1Report a Bug
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Please add iTrustCapital

  Active MrMcNuggets 6 views 0 comments 1 point Started by MrMcNuggets December 1 Report Missing Financial Institution
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  87

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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 1Feature Requests
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  Logix issue update? (edited)

  MiketheFerg 27 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  Create rule within transaction category removed

  wavehowie 15 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  NEW 12/1/25: Ameris Bank - GA - CP_Server_Error

  Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Wealthfront error

  Rachelk 12 views 1 comment 0 points Most recent by Coach Natalie December 1Adding and Updating Accounts
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  NEW 12/1/25: FirstBank of Colorado - CP_Server_Error

  Announcement Coach Natalie 77 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues
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  Merged: Categories in Income - Expense Report showing Zero

  Closed N4KHQ 4 views 0 comments 0 points Started by N4KHQ December 1 Troubleshooting
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
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  NEW 11/30/25: CIT Bank - CP_Server_Error

  Announcement Coach Kristina 315 views 0 comments 4 points Started by Coach Kristina December 1 Current Online Banking Issues